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+11.86%
This Month
+7.78%
Year To Date
+19.96%
2 Years
+19.96%
5 Years
+19.96%
10 Years
+19.96%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs61.27%
- 🧩 Miscellaneous30.48%
- 🪙 Cryptocurrencies4.99%
- 🪨 Non Energy Minerals1.68%
- 🛠️ Producer Manufacturing1.57%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE47.09%
- 🇬🇧 LSE30.48%
- 🇺🇸 Nasdaq15.86%
- 🌍 Digital Currency4.99%
- 🇭🇰 Hong Kong Exchanges1.57%
Countries Breakdown
- Country
- Total
- 🇨🇦 Canada1.68%
- 🇨🇳 China1.57%
Dividends
Performance Metrics
Score 3.2/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.62
0.62
0
1
2
3
3
Jensen's Alpha
-10.3
-10.3
-11
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
0.43
0.43
0
0.75
1.25
2
2
Information Ratio
-0.81
-0.81
-1
0.3
0.6
1
1
Calmar Ratio
1.01
1.01
0
0.3
0.6
2
2
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.62
0.62
0
1
2
3
3
Jensen's Alpha
-10.3
-10.3
-11
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
0.43
0.43
0
0.75
1.25
2
2
Information Ratio
-0.81
-0.81
-1
0.3
0.6
1
1
Calmar Ratio
1.01
1.01
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
24.49
High:
01211.HK
28.2101211.HKLow:
KGC
17.79KGCDetails
PEG Ratio
11.53
High:KGC
11.53KGCLow:KGC
11.53KGCDetails
Price/Book
4.16
High:KGC
4.89KGCLow:01211.HK
3.9601211.HKDetails
Price/Sales
1.45
High:KGC
5.99KGCLow:01211.HK
1.1501211.HKDetails
Price/CF
11.91
High:01211.HK
13.3201211.HKLow:KGC
9.15KGCDetails
Price/FCF
37.5
High:01211.HK
86.3501211.HKLow:KGC
14.35KGCDetails
P/E Ratio
24.49
High:01211.HK
28.2101211.HKLow:KGC
17.79KGCDetails
PEG Ratio
11.53
High:KGC
11.53KGCLow:KGC
11.53KGCDetails
Price/Book
4.16
High:KGC
4.89KGCLow:01211.HK
3.9601211.HKDetails
Price/Sales
1.45
High:KGC
5.99KGCLow:01211.HK
1.1501211.HKDetails
Price/CF
11.91
High:01211.HK
13.3201211.HKLow:KGC
9.15KGCDetails
Price/FCF
37.5
High:01211.HK
86.3501211.HKLow:KGC
14.35KGCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-7.82% | Nov 2025 | Apr 2026 | 5 |
-2.8% | Aug 2025 | Sep 2025 | 1 |